Covenant Financial Advisors (CFA) offers investment management and financial planning services to individuals and small businesses. CFA creates personalized investment plans based on your financial situation, goals, and risk tolerance. CFA primarily uses exchange traded funds (ETFs) to construct portfolios. Charles M. (Chuck) Hirlinger is the Managing Member and sole owner of CFA.
Assets Under Management$8.4M
Clients26
Advisors1
Avg. per Client$320K
Avg. per Advisor$8.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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